Senior Vice President–Wealth Management
Garrison began his career in 1997, and over the past 20 years has helped clients manage their wealth throughout various market cycles. He joined UBS in 2009 after 12 years at Smith Barney.
As a Financial Advisor, his strongest assets are the relationships he has established with his clients. Drawing on his experience and knowledge, he can offer customized wealth management advice and personalized service. He works closely with his clients to develop an investment strategy tailored to their needs.
His professional licenses include the Series 7, 63 and 65, as well as Life Insurance, Long Term Care and Variable Annuity insurance licenses. He has a Bachelor's Degree in usiness Administration from Auburn University.
Wealth Management Associate
With over 24 years of experience in the financial services industry, Tracey enhances our client relationships by providing valuable insights and knowledge needed to serve our clients in a professional and timely manner. She works closely with the team in regards to preparation of client reviews and reporting, portfolio proposals, and trading.
Prior to joining UBS in 2008, she held positions at Smith Barney, Raymond James Financial Services, and Gruntal & Co. She is a graduate of Bryant University with a Bachelor of Science in business administration and finance, and holds the Series 7, 9, 10 and 66 securities licenses, as well as Life, Health and Variable Annuity insurance licenses.